Changelog

Follow up on the latest improvements and updates.

RSS

🏆 Auction Trip Management
  • Introduced new tools to support
    auction-based trips
  • Created a brand new portal to manage auction listings
  • Submit bids for auction trips
  • Select auction winners
  • Create bookings directly from auction results
  • More ways to sell trips with less manual coordination
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📱 Expanded Mobile Capabilities
  • Added partial native
    Forms and Form Submissions
  • Added access to the
    Integrations Catalog
    directly inside the app
  • Continued expanding dashboard functionality within the mobile app
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👤 Account Settings & Notification Preferences
  • Both the
    mobile app and web dashboard
    now allow you to manage account settings
  • Update your
    profile information
  • Customize how you want to be
    notified across the platform
  • Consistent settings experience across devices
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Screenshot 2026-03-10 at 22
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⚙️ Expanded Automations
  • Added additional
    default automations
  • Automations now include an
    activity feed
    showing what messages were sent and when they were triggered
  • Improved visibility into automated communication
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🚀 General Improvements
  • Easier access to
    sportsmen feedback
  • Improved
    Quick Pay layout
  • Improvements to the
    booking details page
  • Listings can now include a
    gear list
  • Gear lists can now be used in
    communication templates
  • Added
    Activity
    as a new trip type
  • Performance and reliability improvements across the platform
  • Unread indicators for leads, bookings, quotes, quote requests, and notes for mobile
  • Improved listing and outfitter layout for dashboard
💳 Payments & Checkout Improvements
  • Guests can now choose from available payment plans during Group Pay checkout, giving more flexibility on how they pay.
  • Inline payment form is now available for Group Pay invite acceptance, reducing friction and helping users complete payment in one flow.
  • Group Pay invite acceptance now supports inline payment setup, reducing friction and helping users complete payment in one flow.
  • Additional booking payments now support payment link/QR workflows, including optional email delivery.
  • Fixed a race condition where payment request pages could show confusing “not found/auth” behavior.
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Screenshot 2026-03-10 at 22
📈 Leads & Sales Visibility
  • Lead cards now show clear quality icons (Cold, Warm, Hot) beside lead names.
  • The Lead Quality dropdown now includes matching icons for faster scanning.
  • Lead quality is easier to scan with improved visual indicators.
  • Deep links to /send-quote now correctly open the Quotes flow in mobile.
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📬 Client Communication & Messaging
  • Client Lists now support bulk email (in addition to SMS).
  • SMS integration is now visible/available to all users.
  • New automated payment templates are available: Quick Pay Receipt, Refund Initiated, and Failed Payment.
  • New reminder templates: Prospective Client Reminder and Pre-Trip Sportsman Reminder.
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🗂 Client Management
  • You can now import clients via CSV (with sample file support).
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📊 Insights & Activity Tracking
New Digest page gives a weekly view of key activity and upcoming bookings.
Screenshot 2026-03-10 at 22
Screenshot 2026-03-10 at 22
⚙️ Automation Center
Outfitters now have full visibility and control over their automations.
With the new Automation Center, you can see exactly which notifications are sent, when they trigger, and how guests are contacted. Turn workflows on or off, choose delivery channels, and manage everything from one place—no guesswork, no surprises.
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🧩 Configurable System Templates
Every automation is powered by a system template—the messages sent for key events like booking approvals, cancellations, invites, and receipts.
You can now view, edit, and customize these templates. Update wording, adjust tone, and control how messages appear across email and SMS, while we handle the timing and delivery.
Templates are system-managed for reliability, but flexible enough to keep your communication clear, accurate, and on-brand.
More flexibility now. Deeper customization coming next.
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📱 Self-Onboarding Comes to Mobile
You can now complete the full self-onboarding flow directly from the mobile app—no desktop required.
Set up your account, complete required steps, and get ready to take bookings straight from your phone. This reduces friction, speeds things up, and lets you get operational wherever you are.
Same flow. Same requirements. Just mobile.
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Onboarding 09
🧭 Booking Creation, Streamlined
We’ve simplified and improved the booking creation flow in the web dashboard.
Creating a booking now takes fewer steps, with clearer inputs and less back-and-forth. The goal is simple: get bookings created faster, with fewer mistakes and less manual effort.
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🛒 Simplified Checkout
Checkout is now faster and easier across the Mallard Bay marketplace and booking widget.
We’ve reduced unnecessary steps and friction so your clients can book with fewer barriers and less hassle. That means smoother conversions, fewer drop-offs, and more completed bookings.
Better experience for guests. Better results for outfitters.
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🌐 Bring Your Own Domain
Outfitters can now send emails from their own domain instead of a generic Mallard Bay address.
You can also control where replies go, making it easier to manage conversations and keep communication professional and on-brand.
Better deliverability, clearer trust for guests, and fewer missed replies—all without changing how automations work.
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🚀 Smarter, More Transparent AI — You’re in Control Now
Our AI just leveled up in a way you can actually see and feel.
  • Watch the AI think in real time — including tool usage, not a black box
  • Streaming responses mean faster feedback and less waiting
  • Smoother, more natural interactions across the board
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Why this matters:
You get faster answers, better trust, and more confidence in what the AI is doing on your behalf.
📱 Mobile Is No Longer a Compromise
We closed major gaps so you can actually run your business from your phone.
You can now:
  • Manage your weekly calendar
  • Create refunds on the go
  • Assign resources to bookings
  • Check team member availability
  • View reviews
  • Edit and delete notes
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Why this matters:
Less “I’ll do it later on desktop.” More real-time decisions, wherever you are.
💳 Payments, Billing, and Admin — Way More Resilient
We focused on the stuff that quietly causes the most headaches.
  • Better handling of failed trip insurance payments
  • Retry support for trip insurance payment errors
  • Consistent payment request statuses once paid (finally)
  • Set your website favicon and custom domain directly from the dashboard
  • Improved billing owner setup during onboarding
  • Tons of small but meaningful dashboard polish
  • Clicking the support email now pre-fills context so we can help faster
Why this matters:
Fewer edge-case failures, less confusion, and fewer support back-and-forths.
🌐 A Whole New Pro Website Experience
We didn’t just add pages — we built a system designed to convert and rank.
New content includes:
  • Verticals pages
  • Use case pages
  • Feature and service pages
  • Success stories & testimonials
  • FAQs
  • “Trusted by” outfitters section
All wrapped in:
  • A slicker design with smooth animations
  • Significant SEO and AEO improvements for discoverability
👉 Explore it here: https://mallardbay.com/pro
Why this matters:
Clearer messaging, better trust signals, and stronger inbound growth.
⏳ Coming Very Soon (Pending Final Verification)
  • SMS support for marketing
  • SMS for incoming Vapi conversations
Why this matters:
More immediate, higher-response communication with customers — without extra tools.
📅 New weekly calendar view
See
all bookings across listings, lodges, guides, and resources—one full week at a time
. No more hopping day by day to understand what’s actually happening.
Coming soon to mobile
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🧩 Smarter resource management
Bookings change. Now your assignments can keep up.
Assign resources after booking creation
You can now add or update
resources, team members, and lodging
even after a booking is created—no workarounds required.
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Individual availability calendars for guides & staff
Each guide (and any team member) now has their
own availability calendar
, making scheduling clearer and conflicts easier to avoid.
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🤖 AI widget for your website
Meet your
new on-site AI assistant
. It can:
  • Chat with customers in real time
  • Answer common questions
  • Send quotes
  • Create quote requests automatically
Every conversation turns into a
lead with a clear summary
, so nothing slips through the cracks.
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🛠️ Big fixes
  • Fixed an issue where
    SMS consent controls took up too much space on mobile
    during checkout
Mobile
  • @mentions comes to mobile notes
  • You can now upload images and videos to notes
Dashboard
  • Search for send quotes and quote requests
  • Edit and delete notes
  • Create a booking and request payment without needing credit card details
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  • Log offline payments directly from the booking creation flow
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  • Custom client properties
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  • Client lists
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  • Improved notes are now available for bookings, and payments
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  • Access the client profile directly from the booking
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  • Resend a confirmation email/receipt
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💬 @Mentions in Notes
You can now tag teammates — and even @MallardBay — directly in client notes, leads, and website feedback. Mentions instantly notify the right people so nothing slips through the cracks.
(Coming soon to bookings, payments, and calendar!)
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📎 Upload Files to Notes
Add more context in one place! You can now attach images and files directly to notes.
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🌐 Website Feedback Mode
Drop feedback anywhere on your website — highlight an issue, suggest a change, or tag a teammate. You can even loop in @MallardBay for design tweaks or support requests.
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🔍 Global Search
One search bar to rule them all. Instantly find bookings, listings, outfitters, clients, leads, and even knowledge base articles — all from the dashboard or the mobile app.
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💰 Log Deposits in Bookings
Taking a deposit? Now you can log it directly when creating a booking — no extra steps needed.
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📅 Custom Payment Dates
Flexibility, unlocked. You can now set custom due dates for payments when creating bookings.
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🛠 Fixes & Improvements
• Fixed: Guides can now view the home page without issues.
• Added: Support for 3D Secure verification on payments for better security.
Dashboard
  • Drag and drop forms and documents links in message templates
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  • Message template presets
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  • Listing selection for forms + general improvements
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  • Added support for multiple notes for clients
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  • Added ability to deduplicate leads during CSV upload
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  • Added ability to delete calendar events
  • Added ability to delete offline payments
  • Fixed bug that caused listings from not showing while sorting
  • Fixed a bug that would cause form submissons from showing empty
  • Fixed a few bugs related to self signup
  • Outfitters can now update their tax rate
Mobile
  • Added ability to delete calendar events
  • Added ability to delete offline payments
  • Improved UI for creating bookings
  • Select client when creating bookings and send quotes
  • Update leads from mobile
  • Delete leads from mobile
  • Improved date and listing selection when creating bookings
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Web
  • Checkout improvements: sticky summary, and fixed animated button
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General
  • Improved sorting for quote requests
  • Default to use statement descriptor based on outfitter name
  • PDF invoice improvements: Removed MB logo, added outfitter name and address
  • Fixed issue that was preventing guides from viewing home page
Dashboard
  • Reorder form fields
  • Bulk edit leads
  • Improved filters for leads
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  • Client quick actions
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  • Select a client for quotes and bookings
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  • Lead counts
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  • Improved handling of single use resource image
availability
  • Allow searching by any group pay member
Web
  • Fixed listing map marker
General
  • eSign compliance for forms
  • Improved error messages for team member invites
  • Improved handling of phone numbers during meta lead ingestion
  • Improved availability errors for checkout
Dashboard
  • Now it's possible to bulk delete leads
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  • We now show the lead source in the table image
  • Brand new client details page with more information
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  • Added ability to duplicate messaging template
  • Added more hero options to the web builder
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  • Added lightbox component to web builder
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  • Added a lot more information to the listing block in the web builder
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  • Image recognition features for images uploaded to the web builder
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  • Several other improvements to web builder
Mobile
  • Brand new client details screen with more information
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